monday reviews is our latest blog series where we provide the facts about different project management tools—no BS and no hyperbole needed. Keep scrolling for our analysis and to learn more about all the project management tools out there. Enjoy! 😊
If you’re a business owner, you know firsthand the value of outstanding customer relationships. It goes beyond performance metrics — the basic human connection is where it’s at.
Customer relationship management (CRM) is a key priority, and, let’s face it, it’s much easier to do so with handy CRM software in place. Remember — work smarter, not harder.
But how do you pick the right CRM platform for your business? One that meets all your needs without breaking the bank.
Just like you wouldn’t want to find out that your new acquaintance is an undercover serial killer, a business investment with hidden costs isn’t a thrill either.
This article will break down Nutshell’s plans and pricing, so you can see all the nitty-gritty detail in the light of day and make an informed decision about whether this platform is a bargain — or if there might be a better fit out there for you.
Is Nutshell small-business-friendly?
To be frank, small businesses are its ideal customers.
Given that the platform offers basic functions with no extra options, Nutshell is suitable for organizations that don’t have too much data to configure or too many customers to handle.It also means that — unlike with monday.com — you’ll have to make a few sacrifices.
Some key points to consider:
- Integration with other programs you’re already using might not be possible
- The system taking care of duplicate data entries has some limitations
- The mobile app lacks some desktop functions
What type of pricing plans does Nutshell offer?
Here’s an appealing statistic: it was found that the ROI of a correctly-implemented CRM platform yields around 45% on every dollar spent.
If this platform is affordable, you’re in for a real treat.
But will it be enough for your business to function properly without missing out on any of the essential platform features? Let’s take a look.
Nutshell CRM offers 2 paid plans for you to choose from:
#1 Starter
This startup-friendly pricing plan costs $19/month per user when billed annually or $22/month per user when billed monthly.
What do you get with Nutshell’s Starter plan?
Just like the name suggests, Starter is a no-frills CRM plan, designed to get you cracking if you’re brand new to using a customer relationship management platform. It provides you with all the basics that don’t require any prior CRM-specific knowledge.
Take a look at what it’s made of:
- Contact management system featuring a centralized customer database, unlimited data storage and contact records, automatic customer data scouring and contact sync, a business card scanner, and an intelligent search function
- Communication and task management system allowing you to tag team members, see communication histories, and send reminders with the help of an unlimited bulk of email templates
- Pipeline management system that gives you a customizable sales pipeline and chart, list, drag-and-drop board, and interactive map views
- Email automation tool consisting of shareable email templates, email health score, one-click email bulking, and a direct-emails-sending feature
- Apps and integrations tool that makes it possible to nurture leads on-the-go, integrate services like MailChimp and Slack with one click, and sync email and calendar with Gmail, Microsoft Exchange, Outlook, and Office 365
- Customer support that breaks down to chat, email, and live phone support systems along with free data importing assistance and self-service knowledge base.
#2 Pro
This pricing plan is a little more advanced, and it costs $35/month per user when billed annually or $39/month per user when billed monthly.
What do you get with Nutshell’s Pro plan?
If you’re already comfortable using a CRM and need something more advanced than the basic, no-frills option, then the Pro plan may be right for you.
Building upon the Starter plan, it also includes the following:
- Sales automation that lets you automate your sales processes, manage leads post-sale, and give your sales reps guidance and coaching
- Unlimited pipelines
- Unlimited click-to-call and phone recordings
- Funnel and activity reports
- Personal email sequences
- Reply rate tracker and view counter
PS: Both plans include unlimited contacts, data storage, and technical support.
Is Nutshell the best CRM software for you?
As you can tell, Nutshell has most of your CRM-related basics covered. And while this is sufficient for companies that are just starting out, it might not be comprehensive, customizable, or flexible enough for businesses that need more.
Want CRM software that’ll grow with your business? That’s still super-easy for new users to adapt, completely customizable, and powerful enough to scale?
We’d like to introduce you to monday.com.
What is monday.com?
monday.com isn’t actually a CRM. Instead, it’s a complete Work OS — one you can use for all of your business management needs.
Over 100,000 organizations already use monday.com to manage customer relations — and other work — in a transparent, collaborative, and efficient way.
Our goal is to allow you to focus on the bigger picture while we take care of the more repetitive tasks, like automating email chains, sending notifications to other departments, and sharing real-time customer updates.
We’re customizable and all-inclusive — similar to vacation resorts but with more long-term benefits.
You can count on us to automate your workflows, integrate the tools you’re already using, and help you track customer data in an efficient way.
Staying connected when on-the-go is viable too.
A 3-in-1 work OS like monday.com comes in a desktop, mobile, and an offline version that makes it possible to carry on with your day-to-day activities no matter where and what device you use.
How does monday.com pricing work?
As you’ve guessed already, digital workspaces like monday.com offer more than just one pricing plan. This is good news — you’re more likely to find the plan that matches the needs of your business.
But just how many plans does it offer, and what do they look like?
There are 4 main plans to choose from:
- Basic: best-suited for green teams that are content with, well, basics only. You’ll get unlimited boards, access to a customizable dashboard, plus 200+ board templates, unlimited free viewers, and mobile apps.
- Standard: best suited for most single teams that are pro-external collaboration. This plan offers a dashboard with up to 5 boards, guest access, calendar view, timeline and Gantt views, automations, and integrations with up to 250 actions each/month on top of the Basic plan.
- Pro: best suited for several teams managing more complex workflows. It gives them the right to private boards with automations and integrations enabling up to 25,000 actions each/month, a dashboard with up to 10 boards, chart view, formula column, and time tracking on top of the Standard plan.
- Enterprise: best suited for businesses in need of more security and support. It includes dashboards with up to 50 boards, multi-level permissions, advanced reporting and analytics, tailored onboarding, premium support, and enterprise-grade security and governance, enterprise-scale automation, and integrations on top of the Pro plan.
Here at monday.com, we want every aspect of our solution to be customizable enough to meet your needs — and that includes our pricing plans.
Your exact cost will depend on the features you’re looking for, the number of seats you need, and how often you prefer to pay — monthly or annually.
To see how monday.com aligns with your business and budget, check out our pricing page.
Get your CRM needs sorted today
Every entrepreneur and business owner knows that time is the most precious resource. It’s for this reason they hire staff, teach them how to run the company’s processes, and invest in CRM software that will give a good return.
monday.com might just be the missing puzzle piece that will let you work more on your business and less in it.
Are you hooked yet? Go ahead and look into our CRM template to get you started ASAP. If you have a question about the platform itself and what it can do for you, contact us directly.